Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s ‘Weekly Support’ is here.
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Weekly Scoreboard – Between The Hedges
Succinct summation of week’s events – The Big Picture
Weekly Market Review – ZH
Stocks Shrug Off Dismal Data, Hawkish Fed; 'Animal Spirits' Soar To Record High
[video] Bloomberg’s What'd You Miss – BB
S&P 500 Snapshot: Another record high this week – dshort
Treasury Yields: A Long-Term Perspective – dshort
The S&P 500, Dow and Nasdaq Since Their 2000 Highs – dshort
Summary of valuation indicators: market remains overvalued – dshort
U.S. Weekly FundFlows Insight Report – Lipper Alpha Insight
Investors Inject $3.8 Billion into Funds for the Week
Earnings Insight March 2 – Factset
US Schedule for Week – Bill McBride
Wall St Week Ahead – Reuters
Investors bet Trump-fueled tech rally far from over
Weighing the Week Ahead – Jeff Miller
The economic calendar is light until the Friday employment report. Most of the punditry are still digesting the more aggressive talk in the recent speeches from Fed participants. With many observers expecting a correction and looking for a catalyst, pundits will be asking: Will a more aggressive Fed derail the rally in stocks?
EU Week Ahead – WSJ
EU Summit, Foreign Affairs, Copyright
EcoWeek – BNP Paribas
US: Trump has repeated his campaign promises, but with no more detail. The prospect of a fiscal stimulus looks further off. * France: Some growth, but little progress on structural imbalances * Mexico: Factoring in the T factor
Week Ahead – Nordea
Slow core inflation implies that we do not expect any changes from the ECB meeting on Thursday. China will set the growth target for 2017, and the US job report will take us towards the next Fed meeting.
Weekly Focus – Danske Bank
Thu: ECB meeting and reactions to higher inflation Fri: US jobs report to give clues on the March hike
Strategy – Danske Bank
Reflation, Trump and European populism remain the dominant drivers of markets * The USD and US yields should head higher near term * German yields have bottomed and should rise in coming months * We remain bullish US equities as Trump’s policy agenda is growth supportive despite all the noise.
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
Canada: Bank of Canada-watcher’s wish list * US: Jobs probably won’t matter * Europe: Is Draghi convinced? Back to balanced risk? LatAm: Inflation divergence * Asia: Chinese fables
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
Credit and equities say yes to a rate hike
Macro Weekly – ABN AMRO
People must understand Trump sees the economy as a zero-sum game * Strong sentiment and risky assets as much driven by profits and other fundamentals as by Trump * Trump policies likely to push up corporate profits further in the medium term * Macro indicators confirming recent trends * Headline inflation up, core inflation stable in the eurozone and in the US * We now expect a Fed hike on 15 March
Speculative Positioning – Marc Chandler
Speculators Still Skeptical of the Dollar into the End of February
FX Outlook – Marc Chandler
Dramatic Shift in Fed Expectations Spurs Dollar Gains, but Now What?
Macro Comment – Marc Chandler
Aurelija Augulyte’s Weekly FX: Peak reflation – Nordea
Reflation has been a source of optimism since last autumn. About time to fade? The ECB first hike priced too far to hold? The USD down after Fed March hike fully priced in...